Dorsal Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMAZON COM INC(AMZN) | 0 | 950,001 | +950,001 | 0 | 197,856,708 | 7.87% | +197,856,708 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 210,000 | +210,000 | 0 | 101,831,100 | 4.05% | +101,831,100 |
| SEMTECH CORP(SMTC) | 0 | 800,000 | +800,000 | 0 | 61,512,000 | 2.45% | +61,512,000 |
| LIBERTY MEDIA CORP DEL(FWONA) | 1,125,000 | 2,025,000 | +900,000 | 110,823,750 | 172,165,500 | 6.85% | +61,341,750 |
| JFROG LTD(FROG) | 0 | 1,150,000 | +1,150,000 | 0 | 53,969,500 | 2.15% | +53,969,500 |
| MARVELL TECHNOLOGY INC(MRVL)(Call) | 0 | 500,000 | +500,000 | 0 | 49,525,000 | — | +49,525,000 |
| ECHOSTAR CORP(ECHO) | 0 | 350,000 | +350,000 | 0 | 40,974,500 | 1.63% | +40,974,500 |
| V F CORP(VFC) | 0 | 2,400,000 | +2,400,000 | 0 | 40,776,000 | 1.62% | +40,776,000 |
| BURLINGTON STORES INC(BURL) | 475,000 | 500,000 | +25,000 | 137,203,750 | 162,690,000 | 6.47% | +25,486,250 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 0 | 28,370 | +28,370 | 0 | 18,450,146 | 0.73% | +18,450,146 |
| TWILIO INC(TWLO) | 550,000 | 700,000 | +150,000 | 78,232,000 | 88,074,000 | 3.50% | +9,842,000 |
| ADVANCE AUTO PARTS INC(AAP) | 700,000 | 700,000 | 0 | 27,510,000 | 36,925,000 | 1.47% | +9,415,000 |
| CAL MAINE FOODS INC(CALM)(Put) | 100,000 | 100,000 | 0 | 7,957,000 | 7,915,000 | — | -42,000 |
| SHARKNINJA INC(SN) | 1,000,000 | 1,000,000 | 0 | 111,900,000 | 105,900,000 | 4.21% | -6,000,000 |
| HOME DEPOT INC(HD) | 500,000 | 500,000 | 0 | 172,050,000 | 164,445,000 | 6.54% | -7,605,000 |
| NEXSTAR MEDIA GROUP INC(NXST) | 325,000 | 250,000 | -75,000 | 65,991,250 | 45,207,500 | 1.80% | -20,783,750 |
| COUPANG INC(CPNG) | 7,250,000 | 7,900,000 | +650,000 | 171,027,500 | 149,152,000 | 5.93% | -21,875,500 |
| CAL MAINE FOODS INC(CALM)(Call) | 300,000 | 0 | -300,000 | 23,871,000 | 0 | — | -23,871,000 |
| META PLATFORMS INC(META) | 220,000 | 210,000 | -10,000 | 145,219,800 | 120,147,300 | 4.78% | -25,072,500 |
| SEA LTD(SE) | 1,075,000 | 1,325,000 | +250,000 | 137,137,750 | 109,723,250 | 4.36% | -27,414,500 |
| NUTANIX INC(NTNX) | 1,600,000 | 1,300,000 | -300,000 | 82,704,000 | 49,413,000 | 1.96% | -33,291,000 |
| AUTODESK INC | 400,000 | 350,000 | -50,000 | 118,404,000 | 83,790,000 | 3.33% | -34,614,000 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 925,000 | 725,000 | -200,000 | 281,098,250 | 245,013,750 | 9.74% | -36,084,500 |
| APPLOVIN CORP(APP) | 100,000 | 75,000 | -25,000 | 67,382,000 | 29,850,000 | 1.19% | -37,532,000 |
| MONDAY COM LTD SHS | 425,000 | 0 | -425,000 | 62,713,000 | 0 | — | -62,713,000 |
| ZILLOW GROUP INC(Z) | 2,925,000 | 2,450,000 | -475,000 | 199,543,500 | 101,381,000 | 4.03% | -98,162,500 |
| PLANET FITNESS MASTER ISSUER(PLNT) | 2,750,000 | 2,525,000 | -225,000 | 298,292,500 | 187,809,500 | 7.47% | -110,483,000 |
| WIX COM LTD SHS | 1,550,000 | 350,000 | -1,200,000 | 161,029,500 | 31,524,500 | 1.25% | -129,505,000 |
| MICROSOFT CORP(MSFT) | 540,000 | 315,000 | -225,000 | 261,154,800 | 116,603,550 | 4.64% | -144,551,250 |
| FLUTTER ENTMT PLC(FLUT) | 725,000 | 0 | -725,000 | 155,904,000 | 0 | — | -155,904,000 |